See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,970 | $85,766+297.6% | $136,294+150.2% | $70,131+386.2% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 14.76% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $19,447 | $2,966+555.6% | $4,695+314.2% | $2,342+730.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,962 | $5,420+120.7% | $9,243+29.4% | $4,645+157.5% |